Chiappe | Financial Editing & Writing

Editorial Consultancy

Our editorial consultancy services are designed to provide effective solutions to a variety of editorial and communication challenges. We are experienced in delivering writing training for finance professionals, introducing editorial services, and launching research-related products and services.

Key Services:

We offer editorial consultancy services in the following areas:

• Writing training for investment research analysts
• Investment writing training for finance professionals
• Establishing editorial best-practice
• Launching new research products – templates, workflow systems etc.

Writing training for analysts and other finance professionals
Our principle consultancy service is improving the writing skills of finance professionals – research analysts and strategists, fund managers, and private bankers – as required, and instilling a house style that is synonymous with highest standards of research and investment communications materials. We generally focus on:

• Providing the tools to sharpen the structure of research reports and other written materials
• Introducing techniques to ensure the content is more concise, compelling and insightful

Overall, we look into identifying ways of upgrading the style and presentation of all research reports and general investment communications materials.

Establishing an Editing function, editorial services, new production processes
We also have extensive experience in introducing editorial/writing functions into research and investment communication departments of investment banks, and asset managers. This is generally done on a consultancy basis.

• The usual process is for us to spend some time with relevant personnel to learn as much as possible of your current publications structure, team make-up, and the technological systems in place, with a view to then producing a proposal for scope of work, and an implementation plan for the group with projected timetable.
• If required, we then work to implement various new systems and processes – based on our various recommendations, as suits.

	Our work
	Implemented a writing training programme for the research division of a leading Nordic investment bank, training research analysts in how to focus their research, add value and communicate their messages etc.
	Set up a research publications department for a European investment bank. Servicing a team of 75 research analysts, focused on raising the quality of all published materials, establishing editorial best practice, and managing publishing strategy.
	Worked with leading Swiss private bank on a major investment writing overhaul. Strategy was implemented by Adrian Chiappe and involved branding, website content writing, advertising and literature production.